WealthManagment.com Daily Memo
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| INDUSTRY | | | | | | Diana Britton | | Some firms have closed their offices and evacuated their employees, while others are hunkering down in hopes that the storm will pass. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | The move establishes EP Wealth's presence on the East Coast, and marks milestone in the firm's planned national expansion. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Orion Advisor Tech | | Are you a swivel chair advisor? Find out how to stop the swivel. LEARN MORE |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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| ETFS | | | | Katie Greifeld | | The Direxion Work From Home exchange-traded fund (ticker WFH), the largest with $37 million in assets, has plunged 44% over the past year and hasn’t seen an inflow since November 2021. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by Amundi Asset Management | | Inflationary pressures have impacted portfolio management across the marketplace. Listen in to hear how Pioneer Fund has set itself apart from others to remain sustainable. WATCH NOW |
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| SPONSORED SURVEY | | | | Can you help us with our quick survey, focused on staff and compensation? This survey will take a few minutes to complete and as a token of our appreciation, each person to complete the survey will be entered for the chance to win a YETI Tundra 75 Cooler (valued at $450)! TAKE SURVEY |
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